My accounting office /periodandyear/help/client/my-accounting-office section 2024-09-19T15:50:46+02:00 # My accounting office Admin users will find the group and user administration pages in the menu **My accounting office** in the client registry. Read more in the topics below: User administration /periodandyear/help/client/my-accounting-office/user-administration page 2024-09-19T15:50:46+02:00 # User administration The user administration page is split in two parts. The user list to the left and details about selected user to the right. If you have many users you can use the search field at the top of the page to find the user. ![](./img/UserAdmin.PNG) ## Create new user You can create a new user in Period & Year by clicking on the **Add user** button in the top right corner in the menu **My accounting office - User administration**. A dialogue will open and you can fill in user details such as Email, First name and Last name. When you click **Create** a welcome email will be sent to the user.

As an admin user you can:

  • Add and edit users

  • Administrate groups

  • Downgrade and upgrade client companies.

  • Reset client data (Settings - Reset data)

A new user that is added, will start without access to any clients. Access is given by adding the user in one or multiple groups. For each group you can specify read or write access to this groups clients. ## Group access for users Group access is given to a user by selecting a user on the left side to open the user information for the selected user. A user can be member of one or multiple groups. If a user doesn't belong to any group the client company page will be empty.

The group All clients contains all client companies in that accounting office.

You can choose which access level the user should have to the client companies in the selected group. - Read - Write ## Edit members in existing groups You can change access for a user in a group. You can also remove a user from a group by clicking Remove in the column **Actions** ![](./img/Editusergroup.png) ## Add a user in a group You can add a user in a group by typing the group name in the group search box to the right. You can add a user to multiple groups at the same time. You then choose which access level the user should have before you click the button **Add to group**. You can also remove a user from a group by clicking Remove in the column Action. Read more about [group administration.](/periodandyear/help/client/my-accounting-office/group-administration) ## Exclude access to specific clients It is possible to deny access to one or multiple client companies for a specific user. This applies to clients that the user have access to through group membership. By adding client companies to the denial access list the user will have no access to these clients and will not see these clients in the **Client companies** menu. Read more about [client companies.](/periodandyear/help/client/client-companies) Group administration /periodandyear/help/client/my-accounting-office/group-administration section 2024-09-19T15:50:46+02:00 # Group administration The group administration page can be found in the menu **My accounting office - Group administration** and is split in two parts. The list with groups is available to the left and details about the selected group to the right. Groups are used to manage which client companies different users should be able to access and with what access level. ![](./img/GroupAdministration.PNG) ## The group \'All clients\' Period & Year has ha default group called \'All clients\'. Every client that is created in the system will belong to this group. This is a default group which can't be deleted. If you only have need for simple access control, you will manage with this group, by giving users read or write access to the group.

You can change a users access level to this group from user or group administration.

## Add a new group You can create a new group by clicking on the **Add group** button in the top right corner in the menu **My accounting office -Group administration**. A dialogue will open and you can fill in group details such as a group name and a description of the group.

A group that is created will by default not have access to any clients. You can add client companies to the group from the client search box in the Clients tab.

Access to the group is given by adding users as members in the group. For each user you can select read or write access to the clients in this group. ## User access for a group User access is given to a user by selecting a group on the left side to open the group details for the selected group. On the right side you will see which users that have access to the group and read or write access for each user.

You can also give a user access to a group from the menu User administration.

## Edit existing user membership You can edit user access for members in the group by changing access level in the **Users** tab in Group details. You can also remove a user from the group by hovering over the row and click remove. ![](./img/Editgroups.PNG) ## Add user in a group You can add one or multiple users in a group by typing the users name in the search box to the right. Select access level and add the users to the group by clicking the **Add to group** button. Read more about [user administration.](/periodandyear/help/client/my-accounting-office/user-administration)